Retiring Today

Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/3VbxA9D Register for our next Journey to Retirement Online Workshop to learn more about building your income plan and a comprehensive retirement plan. - https://bit.ly/49NrPn2 In this episode of Retiring Today we discuss important mindset shifts when it comes to legacy plan...

Start preparing for your retirement by downloading the complimentary Retire Your Way Toolkit - https://merkleretirementplanning.com/toolkit/ At age 59 1/2, many people have an important retirement to make: leave your money in a 401(k) or roll it into an IRA. In this recap video, Retirement Planner Loren Merkle talks about the advantages of leaving your money in your 401(k), including when it could...

Learn more about retirement income and assessing risk by registering for our complimentary Journey to Retirement online workshop: https://merkleretirementplanning.com/workshops/ Using terms like moderate, aggressive, and conservative to assess investment risk are subjective. What's aggressive to one person might be moderate to another and vice versa. When it comes to your 401(k), real numbers...

Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/3wQnVLh Register for our next Journey to Retirement Online Workshop to learn more about building your income plan and a comprehensive retirement plan. - https://bit.ly/3wHyTTp In this episode of Retiring Today we dive into the 401(k) retirement account and explore common 40...

Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/42YU8Mw Register for our next Journey to Retirement Online Workshop to learn more about building your income plan and a comprehensive retirement plan. - https://bit.ly/49CaTzG In this episode of Retiring Today we discuss important mindset shifts when it comes to your retire...

Discover more health care and Medicare tips by downloading the complimentary Retire Your Way Toolkit - https://merkleretirementplanning.com/toolkit/ Register for the next Journey to Retirement online workshop to take the first step in your retirement journey - https://merkleretirementplanning.com/workshops/ To make the most of retirement you have to think differently about EVERYTHING – including h...

Discover more tips to help you get started with your retirement investment plan by downloading the complimentary Retire Your Way Toolkit - https://merkleretirementplanning.com/toolkit/ Register for the next Journey to Retirement online workshop to take the first step in your retirement journey - https://merkleretirementplanning.com/workshops/ To make the most of retirement you have to think differ...

Discover more retirement tax saving strategies in the complimentary Retire Your Way Toolkit - https://merkleretirementplanning.com/toolkit/ Register for the next Journey to Retirement online workshop to take the first step in your retirement journey - https://merkleretirementplanning.com/workshops/ Retirement is a mindset shift – EVERYTHING changes including the way you should think about taxes. I...

Learn more about how to retire confidently by downloading the complimentary Retire Your Way Toolkit - https://merkleretirementplanning.com/toolkit/ Register for the next Journey to Retirement online workshop - https://merkleretirementplanning.com/workshops/ Retirement can be an exciting and stressful time in your life. In this episode of Retiring Today with Loren Merkle we help you understand how...

Are you worried about having a plan in place when you pass? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠MerkleRetire.com⁠ ABOUT THIS EPISODEDo you think you have to work until 65 because of the high cost of health care? Maybe not. In this episode, we discuss how you can reclaim your retirement! Medicare Director AnnaMarie Morrow runs the numbers to show y...

Don’t wait! Have a plan in place and DOWNLOAD your Succession Plan Checklist now at SuccessionChecklist.com Are you worried about having a plan in place when you pass? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠ MerkleRetire.com⁠ ABOUT THIS EPISODE When it comes to planning for retirement – we preach being prepared – and we emphasize “act now.” Your end...

Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠ MerkleRetire.com ⁠ ABOUT THIS EPISODE Everything changes in retirement – including how you think about the legacy you want to leave behind. Find out which three legacy planning documents are often overlooked and how to make sure all of your ducks are in a row when it...

Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠ MerkleRetire.com ⁠ ABOUT THIS EPISODE Whether this is your first year on Medicare or you’ve been on it for several years, you should take a look at your plan each year. In this rebroadcast we discuss how revisiting your coverage and supplement could save you money an...

To schedule a 15 Minute Retirement Check up call go to MerkleRetire.com ABOUT THIS EPISODE Many Americans fear they will outlive their retirement savings. We discuss three ways to overcome your fear of running out of money in retirement – including often overlooked factors like inflation and taxes. Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FIN...

To schedule a 15 Minute Retirement Check up call go to MerkleRetire.com ABOUT THIS EPISODE We get a LOT of questions about Medicare during our online Journey to Retirement Workshops. In this rebroadcast, Merkle Retirement Planning Director of Medicare AnnaMarie Morrow, answers some of your most frequently asked questions to help you make sense of Medicare. AnnaMarie Morrow, Director of Medicare Mo...

Get your retirement toolkit today! This complimentary toolkit includes a copy of Loren’s book Retire Your Way. Go to RetireYourWayToolKit.com To schedule a 15 Minute Retirement Check up call go to MerkleRetire.com ABOUT THIS EPISODE It may sound hard to believe, but a recent study finds many people fear retirement more than death. During this rebroadcast, we uncover what people fear most and discu...

Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠ MerkleRetire.com⁠ ABOUT THIS EPISODEA new phase of life requires a new perspective. Find out why you have to rethink taxes and retirement and what you can do right now to get to put yourself in a better position to retirement. Loren Merkle, CERTIFIED FINANCIAL PLANNE...

Get your retirement toolkit today! This complimentary toolkit includes a copy of Loren’s book Retire Your Way. Go to RetireYourWayToolKit.com To schedule a 15 Minute Retirement Check up call go to MerkleRetire.com ABOUT THIS EPISODE Social Security is a big part of your retirement income. We are rebroadcasting this important information to help you maximize your benefit. Find out what they DON&#39...

Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠ MerkleRetire.com⁠ A new phase of life requires a new way of thinking about income. Find out why you should take a step back and rethink your income in retirement. Chawn Honkomp, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANC...

Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠ MerkleRetire.com⁠ Crime. Investigation. Conviction – it's like your favorite show – but with important retirement information. “Detectives” Loren Merkle and Chawn Honkomp solve mysteries about taxes, investments, and more! Loren Merkle, CERTIFIED FINANCIAL PLANNE...

Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠ MerkleRetire.com⁠ Like your favorite detective show, we are solving retirement mysteries – but the outcome of this show could help you make the most of retirement. Join us as retirement “detectives” Loren Merkle and Chawn Honkomp solve mysteries about taxes, investme...

Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠ MerkleRetire.com ⁠ Owning stocks, bonds, and annuities may feel like a retirement plan – but investments alone aren’t enough. Discover what else you need to live out your retirement vision. Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFE...

Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠ MerkleRetire.com⁠ More than two-thirds of pre-retirees have not met with a financial advisor. This could be hurting their confidence when it comes to retirement. What’s holding you back? Is it the unknowns of the process? Uncertain of the benefits? These ten question...

Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠MerkleRetire.com⁠ Congratulations, you’re ready to retire! Now what? Five steps to take when you are ready to retire. Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY® Molly Nelson, Host of Retiring T...

Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠ MerkleRetire.com⁠ Whether this is your first year on Medicare or you’ve been on it for several years, you should take a look at your plan each year. Taking the time to revisit your coverage and supplement could save you money and prevent surprises when you visit the...